EFS
PPLI

Essex Financial Services’s People Inc PPLI Stock Holding History

Essex Financial Services’s Portfolio PPLI Stock Details PPLI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-8,113
Closed -$260K – 253
2020
Q1 		$260K Buy
8,113
+699
+9% +$27.7K 0.09% 199
2019
Q4 		$330K Buy
7,414
+1,679
+29% +$67.7K 0.09% 195
2019
Q3 		$223K Buy
+5,735
New +$245K 0.07% 227

Other funds holding PPLI

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
AC
Aristeia Capital Greenwich, Connecticut $4.82B AUM 24.94% 1-Year Est. Return
UFM
Ursa Fund Management Danville, California $108M AUM 30.27% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return
LCG
Luxor Capital Group New York $1.43B AUM 30.88% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Essex Financial Services's PPLI Position: Q2 2020 in Review

Essex Financial Services sold out of People Inc (PPLI) in Q2 2020, closing a stake of 8,113 shares — an estimated $260K sold.

Essex Financial Services first reported a position in PPLI in Q3 2019 and held it in 3 quarters. The position peaked at $330K in Q4 2019. 453 funds tracked by Wall St. Rank hold PPLI as of Q2 2020.

  • Essex Financial Services reported no remaining People Inc position as of Q2 2020 after selling out during the quarter.
  • Essex Financial Services sold 8,113 People Inc shares in Q2 2020, an estimated $260K.
  • Essex Financial Services first reported a position in People Inc in Q3 2019 and held it in 3 quarters.
  • Essex Financial Services's People Inc position peaked at $330K in Q4 2019.
  • 453 funds tracked by Wall St. Rank held People Inc as of Q2 2020.

Based on Essex Financial Services's 13F filing for Q2 2020, filed 6 Aug 2020.